Legal Hold
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Legal Hold

Related Topics

  1. Accessing Legal Hold
  2. Activating the Legal Hold File Lock Feature
  3. Auditing Per File
  4. Checking the Audit Trail for a Locked File
  5. Editing a Locked File
  6. Finding Files in Legal Hold Storage
  7. Legal Hold Disclaimer: Please Read
  8. Locking Files
  9. Moving Files to the Legal Hold Area
  10. Printing Audit Reports
  11. Restoring Files from the Legal Hold Area
  12. Running Audit Queries
  13. Tracking and Auditing Legal Hold Files
  14. Using the File Lock Feature
  15. View Audit Events

The Worldox Legal Hold feature is a simple but effective tool for moving files into temporary or permanent storage.

Whereas Worldox Archives are retention rule-based , offering the ability to automatically archive tagged files,- the Legal Hold feature is entirely manual. You decide on a file-by-file basis which documents move to Legal Hold folders, and when they should be restored to active folders if needed.

For Legal Hold purposes, the need to segregate files is not time or life-cycle based. You can use archiving retention rules when you need to segregate files for certain time periods. Manual moves to Legal Hold folders are the answer. Files can be restored from Legal Hold as needed. Until then, they are stored apart from active files, accessible only to those who have been granted specific access to Legal Hold repositories.

Depending on your user rights and entitlements, you may be able to move files to the Legal Hold area, browse/search for stored files and restore files from the Legal Hold area.

Two new audit events have been added to enable audit tracking of Legal Hold operations.

You can audit files, run audit queries and produce audit reports to prove which files were stored in Legal Hold, and for how long. (See Tracking (Auditing) Legal Hold Files for instructions.)

Note: The Legal Hold feature has to be enabled at your site before Legal Hold folders can be seen and searched. If you expect to see Legal Hold folders in the left-side navigation panel and do not, please contact the person who administers Worldox at your site or contact Worldox Technical Support.